INLET PRIVATE WEALTH, LLC

PrivateCIK: 1759751
Location

JUPITER, FL

128
Positions
$391.57M
Total AUM (reported)
4.14M
Total Shares

Allocation by class

TOTAL AUM$391.57M128 positions
COM$265.14M67.7%
COM NEW$20.53M5.2%
CL B NEW$13.56M3.5%
SPONSORED ADR$13.42M3.4%
SHS$12.07M3.1%
CAP STK CL C$11.00M2.8%
SHS CLASS A$10.36M2.6%

Portfolio Concentration

Top 312.3%4–1019.4%11–2525.5%Rest42.9%TOP 1031.6%0%100%
Top 3$48.08M12.3%
4–10$75.78M19.4%
11–25$99.71M25.5%
Rest$168.00M42.9%

Top 3 weight

12.3%

Top 10 weight

31.6%

Voting Authority Distribution

Total shares with voting rights: 4.14M

Sole

Full voting authority

4.14M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole128
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings128
Rows:

APPLE INC

SOLE
COM
Shares73.43K
TypeSH
Market value$18.64M
4.76%
Sole
73.43K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares17.65K
TypeSH
Market value$15.28M
3.90%
Sole
17.65K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares38.28K
TypeSH
Market value$14.17M
3.62%
Sole
38.28K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares28.30K
TypeSH
Market value$13.56M
3.46%
Sole
28.30K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares43.44K
TypeSH
Market value$12.78M
3.26%
Sole
43.44K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares38.33K
TypeSH
Market value$11.00M
2.81%
Sole
38.33K
Shared
0.00
None
0.00

ROYALTY PHARMA PLC

SOLE
SHS CLASS A
Shares216K
TypeSH
Market value$10.36M
2.65%
Sole
216K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares129.31K
TypeSH
Market value$10.03M
2.56%
Sole
129.31K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares84.68K
TypeSH
Market value$9.60M
2.45%
Sole
84.68K
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares28.59K
TypeSH
Market value$8.44M
2.16%
Sole
28.59K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares35.23K
TypeSH
Market value$8.10M
2.07%
Sole
35.23K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares27.97K
TypeSH
Market value$7.94M
2.03%
Sole
27.97K
Shared
0.00
None
0.00

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares133.82K
TypeSH
Market value$7.82M
2.00%
Sole
133.82K
Shared
0.00
None
0.00

ALTRIA GROUP INC

SOLE
COM
Shares118.16K
TypeSH
Market value$7.80M
1.99%
Sole
118.16K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares20.39K
TypeSH
Market value$7.18M
1.83%
Sole
20.39K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares59.41K
TypeSH
Market value$7.15M
1.83%
Sole
59.41K
Shared
0.00
None
0.00

SUNCOR ENERGY INC NEW

SOLE
COM
Shares102.77K
TypeSH
Market value$6.79M
1.74%
Sole
102.77K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares16.72K
TypeSH
Market value$6.55M
1.67%
Sole
16.72K
Shared
0.00
None
0.00

DAVITA INC

SOLE
COM
Shares40.50K
TypeSH
Market value$6.22M
1.59%
Sole
40.50K
Shared
0.00
None
0.00

ITURAN LOCATION AND CONTROL

SOLE
SHS
Shares125.37K
TypeSH
Market value$6.14M
1.57%
Sole
125.37K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares118.92K
TypeSH
Market value$5.80M
1.48%
Sole
118.92K
Shared
0.00
None
0.00

D R HORTON INC

SOLE
COM
Shares40.80K
TypeSH
Market value$5.60M
1.43%
Sole
40.80K
Shared
0.00
None
0.00

SONY GROUP CORP

SOLE
SPONSORED ADR
Shares270.42K
TypeSH
Market value$5.60M
1.43%
Sole
270.42K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares19.44K
TypeSH
Market value$5.59M
1.43%
Sole
19.44K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares42.18K
TypeSH
Market value$5.43M
1.39%
Sole
42.18K
Shared
0.00
None
0.00
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